CWM

CIBC World Markets Portfolio holdings

AUM $15.1B
1-Year Est. Return 22.72%
This Quarter Est. Return
1 Year Est. Return
+22.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.53B
AUM Growth
-$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$184M
3
+$153M
4
PEP icon
PepsiCo
PEP
+$102M
5
KO icon
Coca-Cola
KO
+$91.1M

Top Sells

1
+$114M
2
+$85.9M
3
+$81M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$75.7M
5
WFC icon
Wells Fargo
WFC
+$74.3M

Sector Composition

1 Healthcare 17.23%
2 Technology 16.67%
3 Communication Services 14.1%
4 Consumer Staples 11.15%
5 Consumer Discretionary 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.22M 0.01%
15,146
-21,103
502
$1.22M 0.01%
10,313
-13,308
503
$1.22M 0.01%
25,162
-68,684
504
$1.21M 0.01%
21,192
-17,149
505
$1.21M 0.01%
45,538
-43,600
506
$1.17M 0.01%
79,985
-27,148
507
$1.09M 0.01%
26,833
+1,213
508
$1.07M 0.01%
25,085
-49,148
509
$1.07M 0.01%
14,327
+664
510
$1.07M 0.01%
16,871
-23,332
511
$1.05M 0.01%
44,426
-61,408
512
$1.05M 0.01%
27,876
-61,745
513
$1.01M 0.01%
33,033
-45,913
514
$985K 0.01%
49,865
+2,786
515
$983K 0.01%
10,574
-14,951
516
$975K 0.01%
8,606
+965
517
$961K 0.01%
57,429
+3,284
518
$954K 0.01%
163,123
+7,454
519
$952K 0.01%
+15,400
520
$952K 0.01%
8,908
-12,574
521
$941K 0.01%
12,297
+512
522
$939K 0.01%
33,349
523
$938K 0.01%
36,075
-50,866
524
$937K 0.01%
28,858
-23,318
525
$926K 0.01%
+38,483
19 20
21
22 23